I2I

Insight 2811 Inc Portfolio holdings

AUM $211M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 5.43%
2 Technology 5.02%
3 Industrials 5.02%
4 Healthcare 3.21%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.15%
+8,800
77
$173K 0.13%
5,770
78
$169K 0.13%
+10,624
79
$166K 0.13%
13,523
+1,621
80
-35,720